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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

Eric Nelson

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

OKLAHOMA CITY, OK | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:16948d2d-707f-b052-35b1-9ea2d8c7ea4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 24, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Nov 24, 1998
First registration: Aug 29, 2002
Dual registered: no
Other names: ERIC DANIEL NELSON
IAPD individual key: 3132084

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Aug 17, 2026	n/a	yes	OKLAHOMA CITY, OK\|PLYMOUTH, MN	Current employment
SERVO WEALTH MANAGEMENT LLC	Independent wealth	Jan 24, 2012	n/a	yes	OKLAHOMA CITY, OK	Current employment
EQUIUS PARTNERS, INC.	Former SEC adviser	Feb 23, 2009	Jan 13, 2012	no	NOVATO, CA	Previous registration
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Mar 7, 2008	Feb 6, 2009	no	OKLAHOMA CITY, OK	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 29, 2002	Dec 21, 2007	no	Oklahoma City, OK\|OKLAHOMA CITY, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUIUS PARTNERS, INC.	SERVO WEALTH MANAGEMENT LLC	Jan 13, 2012	Jan 24, 2012	11	Firm change	Other
EXENCIAL WEALTH ADVISORS	EQUIUS PARTNERS, INC.	Feb 6, 2009	Feb 23, 2009	17	Firm change	Other
CHARLES SCHWAB & CO., INC.	EXENCIAL WEALTH ADVISORS	Dec 21, 2007	Mar 7, 2008	77	Firm change	Other

Relationships

Registered with (5)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Aug 17, 2026 to presentfactForm ADV
→ SERVO WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 24, 2012 to presentfactForm ADV
→ EQUIUS PARTNERS, INC.Registered adviserregistration: previous registration
Feb 23, 2009 to Jan 13, 2012factForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 7, 2008 to Feb 6, 2009factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 29, 2002 to Dec 21, 2007factForm ADV

Dated events

No dated event names this entity yet.